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relationships » contacts (RSS)
  • How to exclude contacts with end dates from export?

    How can I ensure "former" contacts are not included in an export? I have to believe this is easy to accomplish, but how is it done? BBKnowledgebase Solution #BB343383 "How to export contacts based on Start Date or End Date" leads me to believe this possible. Yet what I have attempted...
    Posted to Forum by Marcelle Friendt on 09-08-2011
  • Constituent Information in Batches

    Is it possible to see more constituent information when you are entering data into a batch, depending on your configuration? What has brought this question about is an on-going debate here about time spent entering donations. When I enter donations, I keep all the paperwork together and cross-reference...
    Posted to Forum by Rose Orr on 09-25-2009
  • Re: Mailings and Relationships

    We have had similar problems. We added a "contact addressee" and "contact salutation" as additional add/sal types so that we can choose those in mailings. There is no way to properly link the spouse name with an organization. If the spouse is the only one linked to a business you...
    Posted to Forum by Carrie Gunder on 12-09-2008
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